See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,851 | $177,572+32.8% | $154,803+52.4% | $142,382+65.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.35% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $8,224 | $4,810+71.0% | $4,305+91.0% | $4,299+91.3% |
| Participant deferral / active EE | $6,163 | $6,272-1.7% | $5,540+11.2% | $6,507-5.3% |
| Admin fee / account holder | $11 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |